While 2019 was a positive year for emerging markets overall, Malaysian equities underperformed amid a confluence of macroeconomic and geopolitical factors. However, Franklin Templeton Emerging Market Equity’s Edward Pang and Ismar Izhar suggest there could be a mild recovery opportunity for equity investors in 2020, driven by an improving corporate earnings outlook.
- UBS Asset Management | Uncertainty remains high.
- VanEck | Fallen Angels - From Sin to Win
- NN Investment Partners | Who will shape a better future? Responsible investing after Covid-19
- DWS | Election And Vaccine Equity Strategy: Same Style, Still Cautious
- Columbia Threadneedle | Exploring the equitisation of the Brazilian stock market
- Eaton Vance | How corporate governance factors can influence financial performance
- Janus Henderson | Global Sustainable Equity Investing Report 2019
- Nuveen | We expect the “rotational correction” in stocks to continue
- Northern Trust | No End in Sight for Low Interest Rates
- T. Rowe Price | Federal Help Wanted: Municipalities Face Fiscal Uncertainties